Sharing projects in Vision

Learn how to share a project in Vision with others on your team.

When in Vision, you may want to share a project with others on your team. Right now, you can do this by:

Share a project from the project details tab

  1. In Vision, navigate to the Project tab
  2. Click on the project detail (eyeball) icon next to the project that you want to share
  3. In the popup window, navigate to the Users tab
  4. In the User dropdown, select the name of the person in your company that you want to share the project with. The person you want to share with must have an active Transect account. If the person you want to share with is not in the user list, invite them to create a Transect account.
  5. Choose their user role.
  6. Click Add User.

Share a snapshot that includes the project

Sharing a snapshot that includes a project will share the project with everyone on your team. This action cannot be undone.

  1. Create a new snapshot that includes the project or projects that you want to share with others.
  2. Find Snapshots in the Vision menu bar, and navigate to Share > Viewable to my Organization.
  3. You will get a reminder that snapshots are shared with everyone on your team. If you are ok with that, click Share.
  4. Now, the project will be available in Vision to everyone on your team